Belpointe Asset Management’s Medallion Financial MFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,361
| Closed | -$164K | – | 967 |
|
|
2024
Q2 | $164K | Buy |
21,361
+3
| +0% | +$23 | 0.01% | 741 |
|
|
2024
Q1 | $169K | Buy |
+21,358
| New | +$169K | 0.01% | 749 |
|
|
2023
Q2 | – | Sell |
-41,014
| Closed | -$315K | – | 2219 |
|
|
2023
Q1 | $315K | Hold |
41,014
| – | – | 0.02% | 730 |
|
|
2022
Q4 | $293K | Sell |
41,014
-29,552
| -42% | -$211K | 0.02% | 742 |
|
|
2022
Q3 | $495K | Sell |
70,566
-674
| -0.9% | -$4.73K | 0.03% | 509 |
|
|
2022
Q2 | $456K | Sell |
71,240
-6,191
| -8% | -$39.6K | 0.03% | 524 |
|
|
2022
Q1 | $658K | Buy |
77,431
+33,631
| +77% | +$286K | 0.04% | 444 |
|
|
2021
Q4 | $254K | Buy |
+43,800
| New | +$254K | 0.02% | 794 |
|